Estate Relationship Manager

This service is designed to assist in the development and implementation of an estate plan complicated through estate tax planning, blended family issues, business continuity or other concerns. The Consulate works with you and your attorney to draft an estate plan consistent with your values and goals, ready to be implemented when the need arises. The service includes the re-registration of assets and beneficiary designations to ensure that the estate plan is executed according to your wishes. Several meetings may be warranted, but the cost is fixed at $2,000.

Sign up for the Financial Consulate

Financial Pulse